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TRUSTCORE FINANCIAL SERVICES, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUSTCORE FINANCIAL SERVICES, LLC on IWV, newest first. How the timeline and the estimate are built.

TRUSTCORE FINANCIAL SERVICES, LLC held 614 IWV shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 614 shares
    Change vs previous 13F -713 shares

    0.01% of the 13F portfolio, value $135,498.

    13F-HR 0001730322-23-000001 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 1,327 shares
    Change vs previous 13F -2,074 shares

    0.03% of the 13F portfolio, value $275,000.

    13F-HR 0001730322-22-000004 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 3,401 shares
    Change vs previous 13F -20,644 shares

    0.07% of the 13F portfolio, value $739,000.

    13F-HR 0001730322-22-000003 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 24,045 shares
    Change vs previous 13F +16,929 shares

    0.55% of the 13F portfolio, value $6,309,000.

    13F-HR 0001730322-22-000002 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 7,116 shares
    Change vs previous 13F +5,903 shares

    0.22% of the 13F portfolio, value $1,975,000.

    13F-HR 0001730322-22-000001 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 1,213 shares
    Change vs previous 13F +308 shares

    0.03% of the 13F portfolio, value $309,000.

    13F-HR 0001730322-21-000004 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 905 shares
    Change vs previous 13F +173 shares

    0.02% of the 13F portfolio, value $232,000.

    13F-HR 0001730322-21-000003 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 732 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $174,000.

    13F-HR 0001730322-21-000002 filed by TRUSTCORE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).